UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,180 Value ($000) $1,380 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 4,550 Value ($000) $1,571 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 2,625 Value ($000) $819 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 2,759 Value ($000) $1,445 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 2,729 Value ($000) $1,381 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 2,792 Value ($000) $1,634 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 2,747 Value ($000) $1,400 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 2,737 Value ($000) $1,354 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 2,674 Value ($000) $1,408 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 2,677 Value ($000) $1,350 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 2,690 Value ($000) $1,293 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 2,675 Value ($000) $1,264 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 2,305 Value ($000) $1,222 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 2,394 Value ($000) $1,209 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 2,077 Value ($000) $1,067 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 2,122 Value ($000) $1,079 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 2,117 Value ($000) $1,067 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,045 Value ($000) $801 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 1,644 Value ($000) $658 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,230 Value ($000) $458 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,258 Value ($000) $441 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,257 Value ($000) $394 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,273 Value ($000) $375 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,207 Value ($000) $300 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 1,187 Value ($000) $349 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,180	$1,380	$337.21	$302.50 - $378.46
Q3 2025	4,550	$1,571	$298.94	$231.57 - $357.63
Q2 2025	2,625	$819	$374.94	$243.94 - $594.32
Q1 2025	2,759	$1,445	$499.48	$427.96 - $540.60
Q4 2024	2,729	$1,381	$552.89	$464.38 - $613.22
Q3 2024	2,792	$1,634	$548.30	$469.38 - $588.97
Q2 2024	2,747	$1,400	$473.12	$420.98 - $509.52
Q1 2024	2,737	$1,354	$488.97	$449.89 - $527.55
Q4 2023	2,674	$1,408	$511.31	$481.83 - $533.02
Q3 2023	2,677	$1,350	$469.94	$426.58 - $492.38
Q2 2023	2,690	$1,293	$464.88	$423.41 - $503.95
Q1 2023	2,675	$1,264	$457.25	$434.73 - $497.60
Q4 2022	2,305	$1,222	$500.41	$460.31 - $526.71
Q3 2022	2,394	$1,209	$495.09	$463.11 - $520.39
Q2 2022	2,077	$1,067	$471.05	$423.08 - $518.69
Q1 2022	2,122	$1,079	$451.15	$416.63 - $489.25
Q4 2021	2,117	$1,067	$422.19	$356.94 - $475.98
Q3 2021	2,045	$801	$384.84	$363.78 - $400.47
Q2 2021	1,644	$658	$369.03	$333.51 - $394.04
Q1 2021	1,230	$458	$319.66	$295.28 - $351.97
Q4 2020	1,258	$441	$308.19	$275.16 - $337.94
Q3 2020	1,257	$394	$281.21	$262.60 - $296.87
Q2 2020	1,273	$375	$261.11	$205.85 - $287.65
Q1 2020	1,207	$300	$249.73	$170.96 - $278.13
Q4 2019	1,187	$349	$236.60	$191.58 - $272.04